Exploring Context
Subscribe
Sign in
Home
Archive
About
Thomson Newspapers – Part II
TNL was one of the great rollups of the 20th century. From 1950 to 1988, TNL compounded EPS at 20% per year while also paying out a lot of dividends…
Nov 18, 2022
•
KSP
20
Share this post
Thomson Newspapers – Part II
exploringcontext.substack.com
Copy link
Facebook
Email
Note
Other
1
Thomson Newspapers - Part I
“He said it was going to say on his tombstone that he bought newspapers in order to make more money in order to buy more newspapers and so on” – Buffett
Nov 18, 2022
•
KSP
11
Share this post
Thomson Newspapers - Part I
exploringcontext.substack.com
Copy link
Facebook
Email
Note
Other
December 2021
Bill Foley
How Bill Foley built several multi-billion dollar businesses and generated one of the best long-term investing track records.
Dec 17, 2021
•
KSP
20
Share this post
Bill Foley
exploringcontext.substack.com
Copy link
Facebook
Email
Note
Other
3
October 2021
Studying Serial Acquirers
An analysis of how serial acquirers work and what to look for to make sure they can continue to scale.
Oct 2, 2021
•
KSP
67
Share this post
Studying Serial Acquirers
exploringcontext.substack.com
Copy link
Facebook
Email
Note
Other
12
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
